See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,476 | $114,381-95.2% | $107,525-94.9% | $142,382-96.2% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 15.67% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,520 | $4,015-62.1% | $3,754-59.5% | $4,299-64.6% |
| Participant deferral / active EE | $2,916 | $5,564-47.6% | $5,116-43.0% | $6,507-55.2% |
| Admin fee / account holder | $1,593 | $9,860-83.8% | $8,919-82.1% | $12,624-87.4% |